Create LiveAgent customers from new Copper companies
Effortlessly streamline your customer onboarding process by connecting Copper and LiveAgent. With this workflow, every time a new company is added in Copper, a new customer will be created in LiveAgent. This seamless automation saves time and ensures consistent customer management across both platforms.
Effortlessly streamline your customer onboarding process by connecting Copper and LiveAgent. With this workflow, every time a new company is added in Copper, a new customer will be created in LiveAgent. This seamless automation saves time and ensures consistent customer management across both platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Add New Customer
Adds new contact/customer to system.
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